iShares U.S. Healthcare ProvIHFETF
13F holders, Q4 2024 (December 31)198holders −5
20new positions
27sold out
2famous investors
$48.00avg. 13F price*
At the end of Q4 2024, 198 institutions reported holding iShares U.S. Healthcare Prov (IHF) in their 13F filings, down 5 from Q3 2024. 20 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($40.3M), Bank of America Corp. ($18.5M) and Wharton Business Group, LLC ($16.1M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares U.S. Healthcare Prov
- CUSIP
- 464288828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.2M |
| Exits | 27 | $9.3M |
All 13F filers, Q3 2024 → Q4 2024: 475,936 shares bought and 1,186,423 shares sold, net −710,487 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 198 holders
| Morgan Stanley | 0.00% | Add +8.8% | 840,336 | $40.3M |
| Bank of America Corp. | 0.00% | Reduce -7.6% | 385,633 | $18.5M |
| Wharton Business Group, LLC | 0.73% | Reduce -0.1% | 335,030 | $16.1M |
| LPL Financial LLC | 0.01% | Add +2.4% | 292,754 | $14.0M |
| Kingsview Wealth Management, LLC | 0.21% | Add +95.7% | 228,913 | $11.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.0% | 213,775 | $10.3M |
| Wells Fargo & Company | 0.00% | Add +1.6% | 206,121 | $9.9M |
| Two Sigma Investments, LP | 0.02% | Add +118.8% | 164,122 | $7.9M |
| UBS Group AG | 0.00% | Add +9.8% | 155,729 | $7.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -80.1% | 149,088 | $7.2M |
| Federation des caisses Desjardins du Quebec | 0.03% | Add +5.5% | 136,684 | $6.6M |
| Cetera Investment Advisers | 0.01% | Reduce -2.1% | 119,598 | $5.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -51.0% | 117,143 | $5.6M |
| Royal Bank of Canada | 0.00% | Reduce -13.8% | 114,129 | $5.5M |
| Raymond James Financial Inc. | 0.00% | — | 100,729 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -14.9% | 87,106 | $4.2M |
| Martin & Co. Inc. | 0.98% | Reduce -4.5% | 82,387 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.4% | 71,383 | $3.4M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -1.9% | 69,561 | $3.3M |
| Phoenix Financial Ltd. | 0.05% | No change | 69,362 | $3.3M |
| Merit Financial Group, LLC | 0.06% | Reduce -0.0% | 64,595 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +3.9% | 64,380 | $3.1M |
| Peapack Gladstone Financial Corp. | 0.04% | Reduce -3.0% | 62,613 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -13.2% | 62,163 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.2% | 61,845 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -16.4% | 53,036 | $2.5M |
| AssuredPartners Investment Advisors, LLC | 0.48% | — | 51,380 | $2.5M |
| Mason & Associates Inc | 0.58% | Add +5.5% | 51,232 | $2.5M |
| Truist Financial Corp. | 0.00% | Reduce -1.0% | 40,005 | $1.9M |
| Leuthold Group, LLC | 0.21% | Reduce -48.2% | 36,511 | $1.8M |
| Creative Planning | 0.00% | Add +6.9% | 34,058 | $1.6M |
| Hills Bank & Trust Co | 0.12% | Reduce -2.7% | 33,680 | $1.6M |
| Trust Co. of Toledo NA | 0.17% | Add +2.5% | 26,584 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +50.9% | 24,847 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +32.3% | 24,503 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.1% | 24,268 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.7% | 20,900 | $1.0M |
| Sowell Financial Services LLC | 0.05% | Reduce -34.5% | 20,021 | $961K |
| King Wealth Management Group | 0.14% | New | 20,000 | $960K |
| Kestra Advisory Services, LLC | 0.01% | Add +39.4% | 19,721 | $946K |
| Caprock Group, LLC | 0.03% | Reduce -14.8% | 18,273 | $877K |
| 49 Wealth Management, LLC | 0.12% | Reduce -22.0% | 18,234 | $875K |
| Susquehanna International Group, LLP | 0.00% | Reduce -15.1% | 18,201 | $873K |
| Oppenheimer & Co. Inc. | 0.01% | New | 17,297 | $830K |
| Wisconsin Wealth Advisors, LLC | 1.22% | — | 17,287 | $830K |
| MAI Capital Management | 0.01% | Reduce -7.7% | 17,126 | $822K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -0.4% | 16,959 | $814K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -1.6% | 16,868 | $810K |
| Dumont & Blake Investment Advisors LLC | 0.20% | Reduce -1.6% | 15,917 | $764K |
| Sava Infond d.o.o. | 0.13% | — | 15,300 | $734K |
| MML Investors Services, LLC | 0.00% | Reduce -31.9% | 14,697 | $705K |
| Scotia Capital Inc. | 0.00% | Add +0.3% | 14,497 | $696K |
| FMR LLC | 0.00% | Add +4.4% | 14,382 | $690K |
| Glenview Trust Co | 0.01% | Reduce -31.2% | 14,335 | $688K |
| Wedbush Securities Inc. | 0.02% | Reduce -16.1% | 14,030 | $673K |
| Certified Advisory Corp | 0.07% | Reduce -5.1% | 14,001 | $672K |
| Rockefeller Capital Management L.P. | 0.00% | New | 13,209 | $634K |
| Citizens & Northern Corp. | 0.17% | Add +214.3% | 13,120 | $630K |
| Marshall Wace, LLP | 0.00% | New | 13,092 | $628K |
| Evanson Asset Management, LLC | 0.04% | Add +0.1% | 12,172 | $584K |
| Carl P. Sherr & Co., LLC | 0.31% | Reduce -19.4% | 12,151 | $583K |
| Jane Street Group, LLC | 0.00% | New | 12,042 | $578K |
| Garrison Point Advisors, LLC | 0.27% | Reduce -0.4% | 11,660 | $560K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.14% | New | 11,621 | $558K |
| First Heartland Consultants, Inc. | 0.06% | Add +0.1% | 11,404 | $547K |
| Farther Finance Advisors, LLC | 0.02% | Add +8.8% | 11,240 | $539K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 11,073 | $531K |
| Ieq Capital, LLC | 0.00% | No change | 10,545 | $506K |
| Fifth Third Securities, Inc. | 0.04% | New | 10,359 | $497K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.8% | 10,355 | $497K |
| Cresset Asset Management, LLC | 0.00% | Reduce -21.6% | 10,280 | $493K |
| Drive Wealth Management, LLC | 0.12% | Reduce -8.7% | 10,065 | $483K |
| Principal Securities, Inc. | 0.01% | Add +3.0% | 10,058 | $483K |
| Iowa State Bank | 0.10% | No change | 10,000 | $480K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.7% | 9,823 | $471K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.8% | 9,774 | $469K |
| Thrivent Financial for Lutherans | 0.00% | Add +9.1% | 9,778 | $469K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 9,354 | $449K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 9,285 | $446K |
| First Horizon Advisors, Inc. | 0.01% | No change | 9,090 | $436K |
| PFG Investments, LLC | 0.03% | Reduce -3.7% | 8,825 | $424K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 8,255 | $396K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 8,050 | $386K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +126.1% | 7,982 | $383K |
| Cerity Partners LLC | 0.00% | Add +32.9% | 7,919 | $380K |
| First Foundation Advisors | 0.01% | No change | 7,850 | $377K |
| Haverford Trust Co | 0.00% | No change | 7,365 | $353K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -7.9% | 7,080 | $340K |
| Meridian Financial Advisors, LLC | 0.23% | Reduce -11.0% | 7,065 | $339K |
| Sebold Capital Management, Inc. | 0.23% | No change | 7,030 | $337K |
| KCM Investment Advisors LLC | 0.01% | Add +0.2% | 6,896 | $331K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.0% | 6,710 | $322K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 6,490 | $311K |
| Kraft, Davis & Associates, LLC | 0.09% | No change | 6,020 | $311K |
| Bensler, LLC | 0.04% | No change | 6,310 | $303K |
| WealthBridge Capital Management, LLC | 0.08% | Reduce -3.1% | 6,179 | $297K |
| D. E. Shaw & Co. | 0.00% | New | 5,973 | $287K |
| Terra Nova Asset Management LLC | 0.21% | Add +0.2% | 5,725 | $275K |
| Citadel Advisors | 0.00% | Reduce -76.0% | 5,603 | $269K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 5,530 | $265K |
"% of holder's portfolio" is IHF's weight in each manager's 13F, not the share of iShares U.S. Healthcare Prov the manager owns.